7. Users

1. How to Add a New User

1. Go to the User Management page.
2. Click the green + Add User button in the top-right corner.
   
   

2. Inviting a Teammate

When the Invite a teammate popup opens:

1. Full name: Enter the new user's name.
2. Email address: Enter their email address.
3. Role: Select their role (ADMIN or MEMBER).
4. Queues: Choose the chat queues this user can access (you can select more than one).
5. Permission groups: Select the permission level for the user.
6. Click the green Send invite button.
   • Note: The user will receive an email invitation to log in and set up their profile.

3. Editing a User

1. Click the Pencil icon next to the user you want to edit.
2. Update their Name, Role, Queues, or Permission groups.
   • Note: You cannot change a user's email address here. The user must update their email from their own profile page.
3. Click the green Save button.

4. What the User Sees

• When a user logs in, they will only see the tickets and queues that you assigned to them.
• They can view and select their assigned queues at the bottom left of the screen at all times